+42.8%
LRCX vs SONY
-6.4%
+49.2%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +2.2% | -6.2% | -3.8% |
| 7D | -12.8% | +2.9% | -15.7% | -12.4% |
| 30D | -36.0% | +10.2% | -46.2% | -35.6% |
| 3M | -30.2% | +16.1% | -46.3% | -30.5% |
| 6M | -14.2% | +32.1% | -46.3% | -20.2% |
| YTD | +29.7% | +1.4% | +28.4% | +36.2% |
| 1Y | +42.8% | -7.0% | +49.8% | +54.5% |
| All | +42.8% | -6.4% | +49.2% | +54.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SONY.
Daily Out/Under-Performance
Portfolio return minus SONY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SONY return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded SONY wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling